"But in June 2023, Musk said at an energy conference that "there just weren't enough batteries" for Tesla to reach "volume production" of the truck."
It looks like battery production is the major constraint on Teslas endeavours. Someone at Tesla clearly did the math on ROI-per-cell and decided that Semis just don't pay as well as Cybertrucks or Powerwalls. That's why they're starving the Semi operation until they can spin up more battery production.
"But in June 2023, Musk said at an energy conference that "there just weren't enough batteries" for Tesla to reach "volume production" of the truck."
It looks like battery production is the major constraint on Teslas endeavours. Someone at Tesla clearly did the math on ROI-per-cell and decided that Semis just don't pay as well as Cybertrucks or Powerwalls. That's why they're starving the Semi operation until they can spin up more battery production.